The Journey's Group

Financial Service

Why pick this one

The Journeys Group, founded in 2002, provides custom financial plans and investment guidance for families, farmers, and business owners across North Carolina and the South.

Best for

  • Families seeking retirement and legacy planning
  • Farmers needing long-term financial planning
  • Business owners seeking financial and investment guidance
  • Clients seeking faith-guided financial planning connected to personal values

Specialties

  • financial planning
  • retirement planning
  • investment planning
  • legacy planning

What makes them different

  • Family-owned business
  • Founded in 2002
  • Serves successful families, farmers, and business owners across North Carolina and the South
  • The Journeys process connects financial planning and evidence-based investment strategies to clients' values and goals
  • Regularly monitors client accounts, circumstances, and global markets

Distilled from this business's own website.

Contact & Location

Address
556 Third St, Ayden, NC 28513-7247
Phone
12523041019
Website
http://www.thejourneysgroup.com
Email
tpate@thejourneysgroup.com

Services

  • comprehensive financial planning
  • investment guidance
  • retirement planning
  • legacy planning

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